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Peak Asset Management, LLC

Q2 2026 13F filing

Updated 27 days ago

181 disclosed positions worth $680.2M

Portfolio value
$680.2M
Total holdings
181
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

Value
$34.1M
Shares
117.9K
% Port
5.02%
G

ALPHABET INC

Value
$31.7M
Shares
88.8K
% Port
4.66%
C

CISCO SYS INC

Value
$28.3M
Shares
240.9K
% Port
4.16%
J

JPMORGAN CHASE & CO

Value
$27M
Shares
82.6K
% Port
3.97%
M

MICROSOFT CORP

Value
$25M
Shares
67.1K
% Port
3.68%
F

FORTINET INC

Value
$24.4M
Shares
159.1K
% Port
3.59%
S

SPDR SERIES TRUST

Value
$22.3M
Shares
224.5K
% Port
3.28%
V

VANGUARD SCOTTSDALE FDS

Value
$22.2M
Shares
382.0K
% Port
3.27%
?
9.N/A

AMERICAN CENTY ETF TR

Value
$20.9M
Shares
167.2K
% Port
3.07%
I
10.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$19.7M
Shares
92.7K
% Port
2.90%
V
11.V

VISA INC

Value
$19M
Shares
55.4K
% Port
2.79%
P
12.PCAR

PACCAR INC

Value
$17.6M
Shares
146.6K
% Port
2.59%
S
13.SPGI

S&P GLOBAL INC

Value
$16.6M
Shares
40.6K
% Port
2.43%
S
14.SYK

STRYKER CORPORATION

Value
$16.5M
Shares
52.3K
% Port
2.42%
E
15.EMR

EMERSON ELEC CO

Value
$16.4M
Shares
114.8K
% Port
2.42%
?
16.N/A

INVESCO EXCHANGE TRADED FD T

Value
$16.1M
Shares
135.9K
% Port
2.37%
Q
17.QQQ

INVESCO QQQ TR

Value
$15.3M
Shares
20.8K
% Port
2.25%
B
18.BKNG

BOOKING HOLDINGS INC

Value
$14.7M
Shares
82.4K
% Port
2.16%
S
19.SPY

STATE STR SPDR S&P 500 ETF T

Value
$12.2M
Shares
16.3K
% Port
1.79%
E
20.ETHA

ISHARES TR

Value
$11.4M
Shares
120.6K
% Port
1.68%
A
21.AMAT

APPLIED MATLS INC

Value
$11.1M
Shares
15.4K
% Port
1.63%
V
22.VGES

VANGUARD INDEX FDS

Value
$10.9M
Shares
15.9K
% Port
1.60%
?
23.N/A

AMERICAN CENTY ETF TR

Value
$10.7M
Shares
129.9K
% Port
1.57%
O

ORACLE CORP

Value
$10.2M
Shares
69.8K
% Port
1.50%
D
25.DIS

DISNEY WALT CO

Value
$9.7M
Shares
100.3K
% Port
1.42%
G

GOLDMAN SACHS ETF TR

Value
$9.3M
Shares
92.9K
% Port
1.37%
C
27.COP

CONOCOPHILLIPS

Value
$7.8M
Shares
75.4K
% Port
1.15%
E
28.ETHA

ISHARES TR

Value
$6.2M
Shares
8.2K
% Port
0.90%
A
29.AMZN

AMAZON COM INC

Value
$6.1M
Shares
25.6K
% Port
0.90%
C
30.CRM

SALESFORCE INC

Value
$5.8M
Shares
36.9K
% Port
0.85%
C
31.CVX

CHEVRON CORPORATION

Value
$5.6M
Shares
33.9K
% Port
0.83%
?
32.N/A

AMERICAN CENTY ETF TR

Value
$5.6M
Shares
58.0K
% Port
0.82%
M
33.MDY

STATE STR SPDR S&P MIDCAP 40

Value
$5.4M
Shares
7.7K
% Port
0.80%
G

ALPHABET INC

Value
$5.3M
Shares
15.0K
% Port
0.78%
E
35.ETHA

ISHARES TR

Value
$4.9M
Shares
16.4K
% Port
0.73%
J
36.JNJ

JOHNSON & JOHNSON

Value
$4.3M
Shares
17.0K
% Port
0.63%
M
37.MA

MASTERCARD INCORPORATED

Value
$4M
Shares
7.8K
% Port
0.59%
A
38.APH

AMPHENOL CORP

Value
$3.9M
Shares
22.0K
% Port
0.57%
U
39.UNP

UNION PAC CORP

Value
$3.8M
Shares
13.9K
% Port
0.56%
C
40.COST

COSTCO WHOLESALE CORPORATION

Value
$3.7M
Shares
4.0K
% Port
0.55%
P
41.PG

PROCTER & GAMBLE CO

Value
$3.7M
Shares
24.9K
% Port
0.54%
X
42.XOM

EXXON MOBIL CORP

Value
$3.6M
Shares
26.5K
% Port
0.53%
E
43.ECL

ECOLAB INC

Value
$2.9M
Shares
10.6K
% Port
0.43%
U
44.UBER

UBER TECHNOLOGIES INC

Value
$2.9M
Shares
40.2K
% Port
0.43%
A
45.ADBE

ADOBE INC

Value
$2.8M
Shares
13.8K
% Port
0.42%
A
46.AVGO

BROADCOM INC

Value
$2.8M
Shares
7.4K
% Port
0.41%
M
47.MRK

MERCK & CO INC

Value
$2.8M
Shares
21.5K
% Port
0.41%
B
48.BLK

ISHARES TR

Value
$2.7M
Shares
33.4K
% Port
0.40%
O
49.ORLY

OREILLY AUTOMOTIVE INC

Value
$2.7M
Shares
28.8K
% Port
0.39%
T
50.TALO

T ROWE PRICE EXCHANGE-TRADED

Value
$2.6M
Shares
63.1K
% Port
0.38%